MXLYX Mutual Fund

MXLYX Mutual Fund

NAV$14.29
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Returns Overview

1 Month
-0.28%
3 Months
+1.48%
6 Months
+3.23%
YTD
+4.35%
1 Year
+9.27%
3 Years (annualized)
+8.05%
5 Years (annualized)
+3.85%
10 Years (annualized)
+5.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXLYX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Morningstar Lifetime Moderate 2015 Index
This Mutual Fund (YTD)
+4.35%
Peer Avg (YTD)
+6.99%
vs Peers
-2.64%

MXLYX Mutual Fund Performance

MXLYX performance across multiple time periods: 1-month -0.28%, YTD 4.35%, 1-year 9.27%, 3-year 8.05%, 5-year 3.85%, 10-year 5.81%.

MXLYX returns trail the peer average of 6.99% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

MXLYX vs another fund shows side-by-side returns. MXLYX alternatives are available in the Mutual Fund Screener.